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403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION
Plan identification number 002

403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WATERLOO VISITING NURSING ASSOCIATI ON has sponsored the creation of one or more 401k plans.

Company Name:WATERLOO VISITING NURSING ASSOCIATI ON
Employer identification number (EIN):420782546
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CAMILLE MOORE2024-07-23
0022022-01-01CAMILLE MOORE2023-07-20
0022021-01-01MARY NICHOLAS2022-07-26
0022020-01-01MARY NICHOLAS2021-07-19
0022019-01-01MARY NICHOLAS2020-07-23
0022018-01-01MARY NICHOLAS2019-07-24
0022017-01-01MARY NICHOLAS2018-06-18 MARY NICHOLAS2018-06-18
0022016-01-01MARY NICHOLAS2017-04-18 MARY NICHOLAS2017-04-18
0022015-01-01DEBORAH CRAWFORD2016-06-23 DEBORAH CRAWFORD2016-06-23
0022014-01-01DEBORAH CRAWFORD2015-07-10 DEBORAH CRAWFORD2015-07-10
0022013-01-01DEBORAH CRAWFORD2014-04-15 DEBORAH CRAWFORD2014-04-15
0022012-01-01DEBORAH CRAWFORD2013-05-06 DEBORAH CRAWFORD2013-05-06
0022011-01-01DEBORAH CRAWFORD2012-07-02
0022010-01-01DEBORAH CRAWFORD2011-06-03 DEBORAH CRAWFORD2011-06-03

Plan Statistics for 403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION

Measure Date Value
2024: 403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION 2024 401k membership
Total number of particpants at beginning of year2024-07-2317
Total number of particpants at end of year2024-07-2316
Number of Participants With Account Balances2024-07-2316
2022: 403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION 2022 401k membership
Total number of particpants at beginning of year2022-07-2639
Total number of particpants at end of year2022-07-2637
Number of Participants With Account Balances2022-07-2637

Financial Data on 403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION

Measure Date Value
2024 : 403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-23329359
Net assets as of the end of the plan year2024-07-232258878
Total assets as of the beginning of the plan year2024-07-232306777
Value of plan covered by a fidelity bond2024-07-23500000
Participant contributions to plan in this plan year2024-07-2317326
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23254846
Plan net income in this plan year2024-07-23-47899
Net assets as of the end of the plan year2024-07-232258878
Net assets as of the beginning of the plan year2024-07-232306777
Employer contributions to plan in this plan year2024-07-239288
Fees paid to broker by Benefit Provider2024-07-2346
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-23116
2022 : 403(B) THRIFT PLAN OF WATERLOO VISITING NURSING ASSOCIATION 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-26169652
Net assets as of the end of the plan year2022-07-262605229
Total assets as of the beginning of the plan year2022-07-262480345
Value of plan covered by a fidelity bond2022-07-26230000
Participant contributions to plan in this plan year2022-07-2624659
Other expenses paid from plan in this plan year2022-07-26294
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26255983
Plan net income in this plan year2022-07-26124884
Net assets as of the end of the plan year2022-07-262605229
Net assets as of the beginning of the plan year2022-07-262480345
Employer contributions to plan in this plan year2022-07-2613894
Fees paid to broker by Benefit Provider2022-07-2697

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